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Why there’s no stopping CSL’s charge to the top
Roger Montgomery
February 10, 2020
Since listing in 1994, Australian biotech company CSL has powered ahead to become our second largest company by market cap. Lying just ahead is the Commonwealth Bank. But with a more compelling growth story, it’s probably just a matter of when, not if, CSL will hit the front. Continue…
by Roger Montgomery Posted in Companies, Stocks We Like.
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A Montgomery reporting season preview
Roger Montgomery
February 7, 2020
With reporting season about to commence amid the bush fires and coronavirus, the environment is ripe for more positive and negative surprises than we have seen in some time. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Stocks We Like.
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Two reasons this bull market is set to continue
Roger Montgomery
February 7, 2020
Since early 2009, soaring global markets have made shares an extremely rewarding place to invest. With profits likely to keep recovering, and interest rates and inflation likely to stay low, I see no reason why this bull market will not continue. Continue…
by Roger Montgomery Posted in Economics, Global markets, Market commentary.
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MEDIA
Money News 04.02.2020
Roger Montgomery
February 6, 2020
Roger joined Brooke Corte on Money News to discuss the consequences of low interest rates. As people are being forced to move their money from term deposits into high risk equities, we are seeing prices being pushed higher. Although are you taking a lot of risk for a low relative return?
by Roger Montgomery Posted in Radio.
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Say goodbye to the $10 steak
Roger Montgomery
February 6, 2020
A looming protein shortage in China could put a rocket under the price of most types of meat. And it’s all thanks to the African Swine Fever that’s currently decimating China’s pig herd. Continue…
by Roger Montgomery Posted in Companies, Editor's Pick.
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How has Coronavirus affected you?
Andreas Lundberg
February 5, 2020
The Coronavirus has led to big changes in the way many people in China eat, work and move about. But what about here, in Australia? How has it affected the way you live, and have you noticed any changes in your workplace or the places you visit? I’d value your feedback. Continue…
by Andreas Lundberg Posted in Health Care, Market commentary, Tourism.
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Seven Group Holdings – small cap quality with three strengthening themes
Dominic Rose
February 5, 2020
If you’re searching for value in the Australian market, it may be worth taking a look at Seven Group Holdings (ASX:SVW). With a stable of businesses leveraged to mining, infrastructure and energy investment, we think the company will continue to provide robust returns for some time to come. Continue…
by Dominic Rose Posted in Companies, Stocks We Like.
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What should we expect from BHP and RIO in 2020?
Joseph Kim
February 4, 2020
In this week’s video insight Joseph takes a look at the outlook for the two major miners, BHP and Rio Tinto. Generally speaking 2019 was a positive year for the miners, BHP posted a total return of 25 per cent, while Rio Tinto’s performance was even more impressive with a total return of 41 per cent. So why have we decided to not hold either company at their current prices?
by Joseph Kim Posted in Companies, Video Insights.
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